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Phillips 66
PSX

Overview Fund Activity

1,767 hedge funds and large institutions have $44.2B invested in Phillips 66 in 2024 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 640 increasing their positions, 689 reducing their positions, and 179 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,767
Holders Change
-97
Holders Change %
-5.2%
% of All Funds
25.7%
Holding in Top 10
27
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-34.15%
% of All Funds
0.39%
New
109
Increased
640
Reduced
689
Closed
179
Calls
$493M
Puts
$416M
Net Calls
+$77M
Net Calls Change
+$17.3M

Top Buyers

1
Nomura Holdings
Nomura Holdings
Japan
$356M
2
Harris Associates
Harris Associates
Illinois
$1.19B
3
State Street
State Street
Massachusetts
$4.05B
4
UBS AM
UBS AM
Illinois
$373M
5
Barclays
Barclays
United Kingdom
$1.09B

Top Sellers

1
BlackRock
BlackRock
New York
$4.35B
2
Geode Capital Management
Geode Capital Management
Massachusetts
$1.19B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$1.81B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$217M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$183M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMH
1901
Sanders Morris Harris
Texas
– -$214K -1,312 Closed
SFWA
1902
Summit Financial Wealth Advisors
Louisiana
– -$214K -1,312 Closed
CA
1903
Cornerstone Advisory
Maryland
– -$214K -1,308 Closed
WDA
1904
Wendell David Associates
New Hampshire
– -$213K -1,305 Closed
AWM
1905
Aberdeen Wealth Management
Illinois
– -$213K -1,304 Closed
CPA
1906
Cardiff Park Advisors
California
– -$213K -1,304 Closed
TA
1907
TruWealth Advisors
Louisiana
– -$212K -1,299 Closed
CWM
1908
Collaborative Wealth Management
Florida
– -$212K -1,298 Closed
AGM
1909
Alpine Global Management
New York
– -$211K -1,294 Closed
FCCM
1910
First City Capital Management
Georgia
– -$210K -1,288 Closed
DI
1911
Diligent Investors
California
– -$209K -1,281 Closed
SIC
1912
Sigma Investment Counselors
Michigan
– -$209K -1,280 Closed
MSFS
1913
Main Street Financial Solutions
Pennsylvania
– -$209K -1,279 Closed
SOS
1914
Silver Oak Securities
Tennessee
– -$209K -1,277 Closed
BAAM
1915
Baker Avenue Asset Management
California
– -$208K -1,275 Closed
WTB
1916
Washington Trust Bank
Washington
– -$208K -1,275 Closed
CRIG
1917
Charter Research & Investment Group
Connecticut
– -$208K -1,273 Closed
OHWP
1918
Oak Harbor Wealth Partners
North Carolina
– -$207K -1,267 Closed
DWM
1919
Dopkins Wealth Management
New York
– -$207K -1,265 Closed
MCM
1920
Marathon Capital Management
Maryland
– -$206K -1,264 Closed
AFS
1921
Axiom Financial Strategies
Indiana
– -$206K -1,264 Closed
HCM
1922
Hengehold Capital Management
Ohio
– -$206K -1,263 Closed
DFCM
1923
Dark Forest Capital Management
Puerto Rico
– -$206K -1,262 Closed
DBIA
1924
Dumont & Blake Investment Advisors
New Jersey
– -$206K -1,262 Closed
HIC
1925
Holderness Investments Company
North Carolina
– -$206K -1,259 Closed
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